Alexandra Franz is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation. She has previous experience at Voya Financial, Morgan Stanley, and Willis Towers Watson. Her background also includes roles outside finance, such as teaching and sports academy involvement. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers additional services including custody, underwriting, and securities-backed lending.

Alicia Olivier is a financial advisor at UBS Financial Services in New York, NY, with nine years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Goldman Sachs & Co. LLC for two years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Kurt Johnson is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2008 to 2024, with a brief retirement in 2024-2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research to tailor investment plans.

Daniel Verrastro II is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation. His work history includes roles at Battea Class Action Services and involvement with St. Lawrence University and Monroe Public Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and market insights.

John Letizia II is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Securities LLC, Stifel, and KPMG LLP. Outside of his advisory work, he coaches youth hockey at the Englewood Field Club and contributes to the curriculum for the CMT Association’s Level 2 and Level 3 exams. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Joshua Shute is a financial advisor at UBS Financial Services with 31 years of industry experience. He has worked at UBS since 2019 and previously spent three years at CreditSights. He holds the Series 65 and Series 63 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Deepkumar Gandhi is a Series 66-licensed financial advisor with UBS Financial Services in New York, NY, where he has worked since 2004. He has 20 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Christopher Hickey is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

John Madden is a financial advisor at UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services, including proprietary research and various capital markets activities.

Anthony Mercun is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services Inc. since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Hannah O’Shea is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining UBS in 2025, she was affiliated with the University of Richmond and the American Yacht Club, and previously worked at the School of the Holy Child. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Eric Zimmerer is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation and nine years of industry experience. His work history includes roles at UBS Financial Services, UBS Securities LLC, Morgan Stanley, Bank of America, and Merrill. Zimmerer also attended Clemson University from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients, providing brokerage and investment advisory services such as fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christopher Chalmers is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jacqueline Flanagan is a financial advisor with UBS Financial Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings such as fee-based financial planning and discretionary portfolio management.

Timothy Vibert is a financial advisor at UBS Financial Services with one year of industry experience. His prior roles include positions at UBS Switzerland AG and Credit Suisse AG, where he worked from 2021 to 2025. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and tailored to clients’ goals and risk tolerances.

Kathleen Knox is a financial advisor at UBS Financial Services in New York, NY, with 37 years of industry experience. She has been with UBS since 2013 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Paul Adam is a Series 66-registered financial advisor with UBS Financial Services in New York, NY, where he has worked since 2023. His prior experience includes roles at Hilmar Cheese Company, Innisfree Irish Pub, Oakdale Golf & Country Club, The University of Alabama, McCaffrey's Food Market, and Princeton High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor investment plans and provides services including financial planning, portfolio management, and access to various capital markets.

Fabio Calzavara is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at UBS Switzerland AG, Credit Suisse Trust AG, and Allegis Group AG. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with customized financial planning and portfolio management. The firm operates across brokerage, advisory, and capital markets activities, offering a broad range of wealth management and institutional trading capabilities.

Carolyn Torres is a financial advisor at UBS Financial Services in New York, NY, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at UBS Securities LLC and Aetna, a CVS Health Company. Outside of finance, she was involved with Hot n' Crazy Crab and Jimmy Hula's during earlier years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and fiduciary services.

Stefanie Stannard is a financial advisor with UBS Financial Services in New York, NY, holding Series 65 and Series 63 licenses and with 21 years of industry experience. She has worked at UBS and HSBC and has been involved with Brooklyn Kayak Guides and NYSC as a coach and spin instructor. Outside of advisory work, she occasionally serves as a FINRA arbitrator. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning and portfolio management solutions supported by proprietary research and institutional trading capabilities.